About GBLEX
American Funds Global Balanced Fund Class F-1 is a diversified mutual fund designed to achieve a balanced blend of long-term capital growth, conservation of principal, and current income. Managed by Capital Research and Management Company, the fund actively invests in both equity and debt securities across global markets. Its portfolio construction emphasizes broad diversification, with a significant allocation—at least 40%—to issuers outside the United States, and a minimum of 25% of assets in bonds and other debt instruments. This approach offers investors worldwide exposure to growth-oriented stocks and income-generating bonds, seeking to lower overall portfolio volatility and protect capital. The fund's holdings span a range of sectors, with top investments in leading technology and industrial companies such as Broadcom, Microsoft, Meta Platforms, and others. With over 850 holdings, the fund aims to provide a core, all-in-one global allocation solution, appealing to investors looking for growth and income opportunities with a moderate risk profile in diverse economic environments.
Fund Family Capital Group
Category Flexible Portfolio
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol GBLEX
Share Class Class F-1
Index MSCI AC World NR USD
GBLEX had a total return of 13.60% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.56%.
